Reset and Recycle a User
Table of Contents
Scope
The following steps will allow you to reset a user account for a new employee. Below are options for resetting a single user or multiple users as needed. Use caution. These actions are not reversible.
Requirements
Access to Manager Portal
Reset a Single User
- Log into the Manager Portal
- Click on the Users button
- At the far right of the user you want to reset click on the Edit icon then click on Advanced
- On the next page click the Reset User button
- Select each of the items you wish to reset. See below for descriptions of each.
- Optional: If you already have a name and email for the new user make sure that Recycle User is selected
- Click the Reset button
- Review your selections and click the Reset button
Reset Multiple Users
- Log in to the Manager Portal
- Click on the Users button
- Select each of the users you would like to reset
- Click the Bulk Action button
- Select the radio option for Reset Users and click Complete Action
- Select each of the items you wish to reset. See below for descriptions of each.
- Optional: If you already have a name and email for the new user make sure that Recycle User is selected
- Click the Reset button
- Review your selections and click the Reset button
Recycle Users
- If you did select to Recycle User you will be presented with a new screen prompting you to enter the First Name, Last Name and Email for each new user.
- If the new user has an email address be sure to select Send Welcome Email
- Click the Save button
or
- The new user will receive a welcome email informing them of their login along with a link to reset their password.
Reset Options
The following is a list of options for resetting users
- Delete Voicemail Messages: Deletes any voicemail messages for the user. Includes New, Saved and Trash boxes.
- Delete Voicemail Greetings: Any voicemail greetings, including those with time frames and recorded name will be deleted.
- Delete Answering Rules: All rules will be deleted. Default rule to ring user's phones will be put back in place.
- Delete Custom Contacts: All custom contacts will be deleted. Shared contacts will not be touched.
- Unassign Phone Number: If a DID is routed directly to the user it will be changed to "Available Number". It will still be available in the inventory.
- Remove lines from physical phones: Any phones with MAC addresses will be removed from the user. Additionally, soft phones and SNAPmobile phones will be removed.
- Recycle User: Name and email will be cleared whenever a user is reset. If this option is selected you will have the opportunity to enter new names and emails.